Training Compliance (Dashboard)
Overview
- Search plus five filters for Department, Location, Category, Status, and Required, with a Reset filters button that clears the lot
- Three tiles carrying the completion rate, the overdue count, and what falls due in the next seven days, each with a colored status pill beside it
- A status breakdown donut for Complete, In Progress, Overdue, and Not Started, with a counted legend, five supporting metrics, and the overdue people shown as avatars
- Sorted course category bars ranking Compliance, Safety, Security, and Skills by record volume
- A compliance-over-time area chart plotting completion rate by month, which is the fastest read on whether the gap to target is closing
- A sidebar carrying an overdue alerts feed, a department leaderboard, and a recent completions feed, so chasing and credit sit side by side
- A sortable nine-column records table with status badges, and clicking a donut segment filters the table straight down to that status
Benefits
- Answers who is out of compliance today without anyone filtering a spreadsheet
- Shows the overdue list with names attached, so chasing starts with the right people
- Makes the gap between actual completion and the target visible as a trend, not a single number
- Gives every department manager a filtered view of their own team’s training
- Turns a list the HR team already maintains into reporting, with no new system to buy or roll out
- Serves the compliance officer and the department manager from one page, because the filters change who the page is for
- Opens in any browser and can be embedded directly into a SharePoint page
Details
- Build Method: Copilot Dashboard
- Chart Types: KPI card, Donut chart, Bar chart, Area chart, Table
Common Questions About the Training Compliance Dashboard
What is this training compliance dashboard built with?
It is built on a standard SharePoint list of training records, with Microsoft 365 Copilot generating the dashboard page from that list. There is no third-party learning management system and nothing to license beyond Microsoft 365. The charts, filters, alert feeds, and records table all live on one page that can be embedded in a SharePoint site – the kind of clean, maintainable reporting Greg Zelfond builds for HR and compliance teams.
What is included on the training compliance dashboard?
Three tiles covering completion rate, overdue count, and what is due in the next seven days. Below them sit a status donut with a counted legend and supporting metrics, sorted course category bars, a compliance rate trend by month, an overdue alerts feed, a department leaderboard, a recent completions feed, and a sortable records table. Filters cover department, location, category, status, and required.
Where does the dashboard data come from?
A single SharePoint list with fourteen columns – record ID, employee, department, location, manager, course name and category, required flag, assigned date, due date, completed date, status, score, and certification expiry. Most HR teams already keep a version of this list.
Does the dashboard refresh automatically from the SharePoint list?
This example carries its data with it, so it opens instantly and works offline, and it is refreshed by regenerating the page from the current list. When a live-refreshing view is the requirement instead, the same numbers can be charted with the Quick Chart web part directly on a SharePoint page, or with Power BI when scheduled refresh is needed.
Should we use Copilot, the Quick Chart web part, or Power BI?
It depends on how much you need. The Quick Chart web part is the lightest option – one chart, pointed at a list, no setup. A Copilot-generated dashboard suits a full page with filters and several linked charts that move together. Power BI earns its place when data volumes are large, sources need joining, or row-level security and scheduled refresh matter.
Can Greg build this dashboard for our organization?
Yes – this is exactly the kind of work Greg Zelfond does. As an independent SharePoint consultant and Microsoft MVP, he sets up the underlying list, shapes the columns so the charts are worth drawing, and builds the dashboard around the questions your leadership actually asks rather than the ones the data happens to answer. Reach out through the contact page.
